Access Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Access Financial Services’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$379K	Buy	+3,239	New	+$378K	0.12%	82

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Access Financial Services's BOXX Position: Q2 2026 in Review

Access Financial Services opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 3,239 shares worth $379K. The stake represents 0.12% of the portfolio and ranks #82 among its holdings.

66 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Access Financial Services held 3,239 shares of Alpha Architect 1-3 Month Box ETF worth $379K as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Access Financial Services position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #82 holding.
66 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.